Financial Institutions Director

Client Leadership & Relationship Management

Serve as the primary relationship owner for key financial institutions in the region.
Build and maintain trusted relationships with senior stakeholders (e.g., CIOs, fund research teams).

Business Development & Revenue Growth

• Originate and grow new mandates, increasing assets under management and revenue from strategic partners.
• Drive wallet share by positioning the firm’s capabilities across fixed income, liquidity solutions, multi-asset and alternatives.

Regional Strategy & Market Development

Develop and execute regional engagement strategies aligned to the Americas market. Contribute to the firm’s strategic footprint and growth priorities in the region.

Client Servicing & Delivery Oversight

• Oversee end-to-end client experience, including fund approvals, onboarding, reporting, and ongoing servicing.
• Ensure delivery of high-quality, tailored investment reporting and reviews.

Internal Collaboration

• Partner closely with investment teams, product specialists, legal/compliance, and operations to deliver solutions and manage client needs.
• Act as a bridge between clients and internal stakeholders, influencing product development based on client requirements.

Thought Leadership & Representation

• Represent the firm externally through market engagement, client presentations, and thought leadership initiatives.
• Provide insights into macroeconomic trends, institutional investment strategies, and regional dynamics.

Ideal Qualifications

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field; advanced degree and/or CFA, CAIA, MBA preferred.
• Significant experience in institutional sales, relationship management, consultant relations, or business development within asset management, banking, or financial services.
• Demonstrated success managing and growing relationships with large financial institutions, including banks, wirehouses, independent broker-dealers, and other strategic distribution partners.
• Strong understanding of investment products and solutions across fixed income, liquidity, multi-asset, equity, and alternative investments.
• Knowledge of institutional investment processes, due diligence requirements, and fund research platforms.
• Proven track record of generating new business, expanding wallet share, and achieving asset and revenue growth objectives.
• Ability to identify client needs and position complex investment solutions effectively.
• Strong negotiation, influencing, and strategic account planning skills.
• Exceptional relationship-building skills with the ability to engage and influence senior executives, investment committees, and key decision-makers.
• Excellent presentation, communication, and storytelling capabilities, including the ability to simplify complex investment concepts for diverse audiences.
• Strong client-centric mindset with a commitment to delivering an outstanding client experience.
• Leadership & Collaboration: Ability to operate effectively in a highly matrixed, global organization and collaborate across investment, product, marketing, legal, compliance, and operations teams.
• Demonstrated leadership, sound judgment, and the ability to navigate complex client situations.
• Strong project management and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously.

Personal Attributes

• Strategic thinker with strong commercial instincts and a growth-oriented mindset.
• Self-motivated, proactive, and results-driven, with the ability to work independently and take ownership of outcomes.
• High degree of professionalism, integrity, and attention to detail.
• Willingness and ability to travel as required to support client relationships and business development activities.

Pay

The salary for this position is between $180,000.00 - $212,000.00 plus discretionary bonus.